Anh Tran (CRD# 6452359) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fountain Valley, CA and has over 8 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Fountain Valley, CA | Dec 2023 - Current | < 1 |
| State Farm Vp Management Corp | Fountain Valley, CA | Jun 2020 - Current | 3 |
| Bella Tran Insurance Agency | Fountain Valley, CA | Jun 2020 - Current | 3 |
| State Farm Vp Management Corp. | Garden Grove, CA | May 2018 - Jun 2020 | 2 |
| Bella Tran Insurance Agency | Garden Grove, CA | Nov 2016 - Jun 2020 | 3 |
| State Farm Investment Management Corp | Garden Grove, CA | Oct 2018 - Jun 2019 | < 1 |
| State Farm Insurance | Fountain Valley, CA | Jun 2016 - Oct 2016 | < 1 |
| State Farm Vp Management Corp. | Fountain Valley, CA | Feb 2015 - Jun 2016 | 1 |
| Phillip Ngo Insurance Agency | Fountain Valley, CA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- AZ
- CA
- NV
- OR
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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